ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,281,708 | -9.7% | 8,288 | -7.8% | 0.43% | -7.3% |
| Q2 2023 | $1,419,750 | +14.8% | 8,986 | +9.7% | 0.47% | +12.6% |
| Q1 2023 | $1,236,274 | -56.0% | 8,189 | -54.0% | 0.41% | -60.8% |
| Q4 2022 | $2,807,104 | +11.0% | 17,821 | -0.4% | 1.06% | +5.4% |
| Q3 2022 | $2,528,000 | -10.2% | 17,897 | -5.7% | 1.00% | -9.2% |
| Q2 2022 | $2,814,000 | -21.1% | 18,983 | -4.0% | 1.10% | +5.0% |
| Q1 2022 | $3,567,000 | -26.1% | 19,778 | -20.9% | 1.05% | -19.4% |
| Q4 2021 | $4,829,000 | +0.5% | 25,009 | -2.1% | 1.30% | +4.4% |
| Q3 2021 | $4,807,000 | -0.9% | 25,545 | -2.5% | 1.25% | -0.1% |
| Q2 2021 | $4,852,000 | +9.6% | 26,196 | +1.4% | 1.25% | +5.8% |
| Q1 2021 | $4,425,000 | +43.5% | 25,837 | +25.7% | 1.18% | +41.8% |
| Q4 2020 | $3,084,000 | – | 20,553 | – | 0.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Wealthgate Family Office, LLC | 21,928 | $3,954,000 | 7.93% |
| MinichMacGregor Wealth Management, LLC | 99,074 | $17,866,000 | 5.71% |
| SFI Advisors, LLC | 30,087 | $5,425,000 | 3.31% |
| Lee Financial Group Hawaii, Inc. | 25,890 | $4,669,000 | 3.18% |
| RiverFront Investment Group, LLC | 549,684 | $99,124,000 | 3.18% |
| WestEnd Advisors, LLC | 447,017 | $80,610,575,000 | 2.16% |
| Diversified, LLC | 26,142 | $4,714,000 | 1.92% |
| Quantitative Advantage, LLC | 63,457 | $11,443,000 | 1.76% |
| ARKANSAS FINANCIAL GROUP, INC. | 44,267 | $7,983,000 | 1.65% |